Past Events

April 25, 2024 2nd Annual GEPC Young Professionals Happy Hour
March 26, 2024 March Dinner Meeting - “Planning with respect to Surging Interest Rates” + other interesting information
Thomas J. Pauloski, J.D., Senior National Director, Trust and Estate Planning, Bernstein
January 25, 2024 GEPC Winter Seminar
Peter W. Fleming, III, Managing Director, Client Relationship Manager, Winged Keel Group and Dana G. Fitzsimons, Jr., Managing Director, Senior Fiduciary Counsel, Bessemer Trust
November 9, 2023 November Dinner Meeting - Probate Court Updates with Judge Chad Groover
Chadwicke L. Groover - Greenville County Probate Judge
October 17, 2023 GEPC Fall Social @ The Avenue
September 21, 2023 GEPC Fall Seminar
Sam Donaldson, Georgia State University College of Law, & Clinton Wallace, JD UofSC School of Law
April 27, 2023 GEPC Young Professionals Happy Hour
March 30, 2023 March Dinner Meeting - “Planned Charitable Giving and Changes to the Law”
Brad Blandin, VP of Planned Giving, Bon Secours Mercy Health Fdn and Mike Gatchell, Abundance Capital
January 24, 2023 GEPC Greenville Winter Seminar
Todd Miles, CFP, John Hancock; Robert Nobles Chief Investment Officer Synovus Trust Company, N.A. Calvin “Cal” Evans, Jr. Director Credit Market Intelligence Synovus Trust Company, N.A.
November 10, 2022 November Dinner Meeting - "Personal Property: What Every Estate Planner Needs to Know When Working with an Auction House and Appraisal Firm"
Kristin Vaughn - Hindman Auctions & Appraisals
October 18, 2022 GEPC Fall Social @ The Grand Bohemian
September 22, 2022 GEPC 2022 Fall Seminar
Linda Grant-Smith, EA, CFP®, CPWA® BAIRD and Jay Darby III, Esq.
May 10, 2022 GEPC Spring Social
March 22, 2022 March Dinner Meeting - “Cryptocurrency: Past, Present and Future”
Shelby Perry and Mazan Rumthao - Bradshaw, Gordon, and Clinkscales
January 20, 2022 GEPC Winter Seminar
Timothy M. Steffen, CPA/PFS, CFP, CPWA Director of Tax Planning Robert W. Baird & Company & Jamie L. Mendelsohn, EVP, Ashar group
November 9, 2021 November Dinner Meeting - "Ins & Outs of Long Term Care – Help Protect your assets, family and future"
Stacy Schurter, CLU Wealth Insurance Consultant, Synovus
September 16, 2021 Fall Seminar
Featuring Clary Redd, Stinson LLP with Robert Nobles & Cal Evans, Synovus
May 11, 2021 GEPC Spring Social
March 18, 2021 CLE - The “New Normal”; Estate Planning + Business Succession in a World of Uncertainty”
Doug O'Neal and Verne McGough from Merline and Meacham
January 21, 2021 Virtual Winter Seminar
Tom Pauloski from Bernstein
December 10, 2020 Probate Court Update with Judge Debora Faulkner
Judge Debora Faulkner
November 10, 2020 Dinner Meeting - CANCELLED
October 20, 2020 Unorthodox Planning Under the Secure Act
Thomas R. Anderson, J.D., CFP
September 17, 2020 Fall Seminar
Ramsay H. Slugg, Brett Bluestein, Jim Carlisle, Austen R. Hawkey, Paul G. Trippe (Bank of America)
March 19, 2020 Dinner Meeting
Please note: This meeting has been canceled
January 23, 2020 Winter Seminar
November 12, 2019 Dinner Meeting
Shawn Flanagan and Dwayne Green
September 19, 2019 Fall Seminar
Stephen A. Baxley and Dana G. Fitzsimons Jr. of Bessemer Trust
April 23, 2019 Spring Social
March 19, 2019 March Dinner Meeting
Thomas A. Martin CFA, Senior Vice President at GLOBALT Investments
January 17, 2019 2019 Winter Seminar
Donald O. Jansen
November 13, 2018 November Dinner Meeting
Judge Caroline Horlbeck
September 20, 2018 2018 Fall Seminar
Stephanie Loomis-Price
May 9, 2018 2018 Spring Social
March 22, 2018 2018 March Meeting - Tax Cuts and Jobs Act
Panel Discussion
November 14, 2017 November Meeting
Ramsay Slugg
September 21, 2017 Fall Seminar
Robert Kirkland
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